

News
Tesla Semi production rumors swirl as frequent sightings up the ante on expectations
Rumors surrounding the Tesla Semi are plentiful in this day and age, especially as sightings of the company’s commercial vehicle are becoming more frequent. Expectations for the new Semi are high already, and Tesla aims to deliver the truck in a timely fashion after several delays.
The new Semi has been spotted numerous times over the past week, hinting toward ongoing testing before Tesla starts volume production of the massive, all-electric commercial vehicle. Less than two weeks after Tesla’s Q4 2020 Earnings Call, where CEO Elon Musk and others detailed the ongoing offensive to develop the vehicle, the Semi is being spotted by people on public roads. Although Musk stated battery constraint is the hold-up in the Semi’s production, it isn’t stopping the company from testing several new truck builds.
Speculation regarding when Tesla will finally begin volume production is growing, and more rumors surrounding the initial deliveries to pre-orderers appear on what seems like a daily basis. However, the big bottleneck is batteries, and Tesla plans to combat this issue with wide-scale cell production and purchasing. The real question is, how many cells will be “enough?”
EXCLUSIVE: For a few weeks I’ve been in contact with a source from a U.S Tesla supplier. They supply certain parts for the S,X,3 and Y, but I’m here to reveal some info on Tesla Semi. As always, take these kinds of things with a grain of salt. Things/timelines can change.
1/6
— Sawyer Merritt ?? (@SawyerMerritt) February 4, 2021
Elon Musk’s Earnings Call Comments
Musk, who stated last year that it was time for Tesla to enter volume production of the Semi, had a different tune during the Q4 2020 Earnings Call on January 27th. Battery cell constraint is a major bottleneck in starting the Semi production, as fulfilling the number of orders it has would likely inhibit Tesla from being able to produce its mass-market passenger vehicles, like the Model 3 and Model Y.
Tesla has recently started producing its own battery cells at a plant that sits adjacent to its main production facility in Fremont, California. Known as the “Kato Road Facility,” Tesla is building its new 4680 cells there, a battery that Tesla claims will cut the cost of its vehicles massively, putting it on a crash course to reach price parity with gas-powered vehicles. The Semi will require significantly more cells than any other Tesla vehicle to date, a problem that the company is aiming to solve by producing its own cells and buying additional ones from third-party suppliers like Panasonic.
Tesla’s 4680 Kato Rd. facility has a top 10 capacity, and it’s not even close to finished
During the Earnings Call, Musk said:
“Prototypes are easy. Scaling production is very hard. So a big part of the reason — the main reason we have not accelerated new products is — like, for example, Tesla Semi is that we simply don’t happen our cells group. We — this — if we were to make the Semi like right now, which we could easily go into production with the Semi, but we would not have enough to cells built for it right now. We will have cells group in ourselves for Semi when we are producing the 4680 volume. But for example, Semi would use typically five times the number of cells that a car would use, but it would not sell for five times what a car would sell for. So it kind of doesn’t make — it would not make sense for us to do the Semi right now, but it will absolutely make sense for us to do it as soon as we can address the cell production constraint. The same would go for that.”
Effectively, Musk explained that it makes more fiscal sense to focus on the mass-market consumer products for right now. When the Kato Rd. Facility begins a massive production of the 4680 cells, Tesla can begin the Semi production efforts, but that doesn’t mean prototypes aren’t on the road now.
New Sightings
Following a sighting by The Kilowatts last week, two new sightings of the Semi have surfaced of the all-white Tesla commercial vehicle.
New Tesla Semi with updated windows, door handles, and tail lights spotted in Sacramento
One video from Cory Draper on YouTube shows a four-and-a-half-minute-long walk around of the Semi, getting a close-up look at the vehicle. One of the most striking features is the size of the power cell, as Draper estimates it is between four and five feet in length. A massive truck requires a massive power source, and the Semi’s sizeable battery storage compartment will drive the truck’s 300 or 500-mile range. Another video from Ivaylo Tzintzarsky shows the power cell from the opposite side.
- YouTube: Cory Draper
- YouTube: Ivaylo Tzintzarsky
There are also numerous sensors that can be seen on the Semi, especially in Draper’s video. The top of the windshield is outfitted with at least five sensors that will help with the autonomous driving functionality of the Tesla Semi. Autonomy could help with the evolution of the trucking industry, as many drivers are currently restricted to 11 hours of travel per day, according to the Federal Motor Carrier Safety Administration (FMCSA).
Fuel savings alone could pay for a Tesla Semi, as the company estimates it will save at least $200,000. Combined with superior aerodynamic performance and, a quad-motor powertrain, and a low center of gravity to prevent rollovers, the Tesla Semi has the potential to revolutionize the trucking industry forever. The question is: When will it begin production, and how long until Tesla can produce the 4680 cells in mass quantities to solve the constraint issue?
Watch the two newest sightings of the Semi below. Let us know what you think in the comments!

News
Tesla stores continue to face anti-Musk protests
Scenes from a protest outside of Tesla’s store in Loveland, Colorado.

Tesla stores have been the target of widespread protests and vandalism in recent weeks, after Elon Musk made a controversial gesture in January, and as he and the Trump administration’s newly created government efficiency division continues to gut federal agencies.
On Saturday, I went to the Tesla store in Loveland, Colorado, where demonstrators were already protesting upon my arrival at roughly 12:45 p.m. MT. Walking up to the protest, I could see scattered groups of demonstrators lined up along about two blocks, spanning from the Tesla store to a nearby intersection and Sprouts location. One protestor said he had counted about 230 people at around 1:00 p.m. MT.
The protest felt generally peaceful, with cars driving by and honking, and demonstrators leaving a large space between the front of the Tesla store and the sidewalk, easily allowing workers and customers to go in and out.
You can see a few videos and photos from the site below, along with some of the responses I got from protestors and a prospective customer.
Walking up to the protest, I could see scattered groups of demonstrators lined up along about two blocks, spanning from the Tesla store to a nearby intersection and Sprouts location.
One protestor said he had counted about 230 people at around 1:00 p.m. MT. pic.twitter.com/gbZIuWWej7
— TESLARATI (@Teslarati) March 15, 2025
Protests in front of the Tesla store in Loveland, Colorado pic.twitter.com/qLRM9TY0ng
— TESLARATI (@Teslarati) March 15, 2025
READ MORE ON TESLA PROTESTS AND VANDALISM:
- U.S. AG Pam Bondi: Tesla Molotov attack suspect facing up to 20 years in prison
- Tesla mulls adding a new feature to fight off vandals as anti-Musk protests increase
- Tesla fire in Germany may be considered a threat to the state
- Tesla showroom in Oregon gets shot up for second time in a week
- Donald Trump pledges Tesla purchase amid anti-Musk protests
- Congress supports probe into ‘domestic terrorism’ of Tesla vandalism
- Anti-Musk protests at Tesla store in New York lead to arrests
- Elon Musk slams MSNBC for relating Trump’s terrorism warning to Tesla ‘protests’
- One dozen Teslas burn in arson attack in France, investigation underway
I spoke to about a dozen protestors about what they were protesting against. Most said they were there to condemn Musk’s recent federal worker and program cuts with the Trump administration, his performance of what some said resembled a Nazi salute at Trump’s inauguration ceremony in January, or the administration’s recent attacks against transgender and queer individuals.
One protestor, Elsa, identified as a former Republican and said she was “highly concerned that our Constitution is being ignored,” especially with regards to the three branches of government and the system of checks and balances.
“It surprises me that, even if you voted for Trump, or you believe in capitalism, which, I didn’t vote for Trump, but I do believe in capitalism — I’m a former Republican, I was a Republican for most of my life — but it’s dangerous to have power rest in a handful of ultra-wealthy people,” Elsa said.
“And our whole country needs to realize that,” she adds. “This to me is not even Republican or Democrat at this point.”
Instead, she says it now comes down to whether people want to give billionaires huge tax breaks, or to use that money to support a range of groups in the U.S., including those who have social security benefits, are veterans, or are 9/11 survivors seeking cancer treatments, as a few examples.
Another protestor, Mary, said she was taking part in the demonstration “because she loves this country and democracy,” adding that she wanted to help preserve democracy for her grandchildren.
Still another protestor, Bryan, said that they were protesting because of the Trump administration and Musk’s attempts to erase transgender, non-binary, and queer people from history, drawing comparisons to the rise of fascism in Nazi Germany, where early human rights violations were lodged against gay and queer communities.
“I’m here because I have to be,” Bryan said. “I’m afraid of the future.”
Yet another person and his family were holding Ukraine flags, saying that they were protesting for a wide range of reasons, but especially for Trump’s recent meeting with Ukraine President Volodymyr Zelenskyy and Musk’s claims that the top Ukrainian executive was to blame for what he has called a “forever war.”
While most protestors appeared to be generally friendly, especially with each other, I did hear a few exchanges between demonstrators and those with other opinions. While I heard more cars honking throughout the experience, seemingly in support of the protests, I also noticed a few from which passengers yelled things like “Go Trump.”
“Direct action, we need to stop these fascists with direct action,” one protestor yelled in response.
Additionally, I also talked to a prospective customer, Kristy, who was there for a test drive and said she had a negative experience with the protestors.
“I was test driving a Tesla, and as we pulled in and parked right here, this black one, these people right here in the middle yelled at me, ‘Hope you’re turning in your f*cking Nazi car,’ and I said ‘F*ck you,’” Kristy explained.
“And they’re like ‘F*ck you too, you’re a Nazi, f*cking Nazi lovers.’ And so, they’re just yelling racial slurs at me, and I’m far from a Nazi.”
Tesla store advisers declined to comment on the protests, and so did Loveland police.
Other Saturday protest footage from Tesla stores in California, Texas, and New York
The Loveland Tesla store has also been the site of repeated attacks in recent weeks, with authorities on Friday making a second arrest following multiple incidents. You can see the Department’s press release for the arrest below.
Another arrest has been made by the Loveland Police Department.🚔
The arrest was related to an incident earlier this month, which involved an incendiary device being ignited and thrown at a Tesla location. https://t.co/s1pZjAacD3
— TESLARATI (@Teslarati) March 14, 2025
The protest was also part of widespread demonstrations on Saturday, and it’s just the latest in actions targeting Musk’s electric vehicle (EV) company, some of which have included acts of vandalism, graffiti, arson, and even the use of weapons on Tesla storefronts.
Multiple other protests were also captured in footage on Saturday, including one in Santa Rosa, California, as shared by the San Francisco Chronicle, and another attended by conspiracy theorist Alex Jones in Austin, Texas. Still another was captured in New York City, and you can see footage from each of these protests below.
“Hey, hey, ho, ho, Elon Musk has got to go.”
Protesters rally during a protest outside a Tesla showroom against U.S. President Donald Trump and the Tesla CEO in Santa Rosa. 🎥: @stephenlamphoto pic.twitter.com/qpXuuGNghf
— San Francisco Chronicle (@sfchronicle) March 15, 2025
Viciously crazed leftist Tesla protesters in Austin are dumbstruck when I invoke the truth about their movement, calling it a “Pedophile Satan Cult”. pic.twitter.com/WzWPfYup4R
— Alex Jones (@RealAlexJones) March 15, 2025
Another anti-Elon Musk and Tesla protest outside of a showroom in New York City! pic.twitter.com/QLrRfWesG2
— Art Candee 🍿🥤 (@ArtCandee) March 15, 2025
News
Musk sets a date for Starship trip to Mars with Optimus on board
Optimus could be the first humanoid to make it to Mars, and Musk has set a date for when he thinks it’ll happen.

Elon Musk has shared when he expects to take Starship to Mars for its first uncrewed mission, and he also says Tesla’s Optimus humanoid robot will be on board for the flight.
On Friday, Musk wrote on X that SpaceX’s reusable Starship rocket will take Optimus to Mars at the end of 2026, with human landings expected to commence a few years later.
“Starship departs for Mars at the end of next year, carrying Optimus,” Musk said. “If those landings go well, then human landings may start as soon as 2029, although 2031 is more likely.”
Hold on
— Tesla Optimus (@Tesla_Optimus) March 15, 2025
Last year, the SpaceX and Tesla head also expectations that SpaceX would be able to begin uncrewed launches in 2016, with early launches including both Optimus and a Cybertruck unit.
Musk also followed up the announcement with a post on X on Saturday morning, noting that he expects SpaceX to launch more than 90 percent of Earth’s payload mass to orbit this year. Meanwhile, he says China will make up just around 5 percent, while the rest of the world, including other parts of America, would also make up just 5 percent.
He also predicted that that number would go up even further to nearly 100 percent, once SpaceX’s reusable rocket is being launched more frequently.
“When Starship is launching at high rate, SpaceX will probably carry >99 percent of Earth’s payload mass to orbit. This is necessary to make Mars a self-sustaining civilization,” Musk added.
READ MORE ABOUT SPACEX’S STARSHIP: Texas awards SpaceX $17.3M grant to expand Bastrop tech hub
To be sure, Musk has been known to make ambitious claims about when his companies’ products would achieve certain milestones. For example, Musk predicted in 2018 that SpaceX could launch a rocket to Mars with humans aboard by 2024, though SpaceX only began testing the company’s reusable Starship in 2023.
Still, the company has been routinely testing Starship since then, and with increasing frequency, and in October, SpaceX performed the first catch of the Starship’s Super Heavy booster after liftoff to demonstrate the concept that a reusable rocket could be possible. In a launch earlier this month, SpaceX again successfully caught the Super Heavy Booster, though it lost the upper stage to a “rapid unscheduled disassembly,” effectively meaning that it had exploded in air and showered surrounding areas with rocket parts.
The explosion was the second consecutive launch in which debris from Starship reigned down, highlighting the continued importance of testing as SpaceX aims to make the rocket a viable product for reusable space travel.
On Friday, SpaceX also launched its Starliner spacecraft to the International Space Station (ISS) to rescue astronauts that have been stuck on the orbital craft, after a Boeing launch was originally intended to bring them back to Earth. While SpaceX attempted to rescue the two astronauts in September, issues with the Starliner craft’s thrusters discovered upon arrival made NASA hold off on approving the return mission.
News
U.S. AG Pam Bondi: Tesla Molotov attack suspect facing up to 20 years in prison
The U.S. Attorney General confirmed that a Tesla attacker, who threw Molotov cocktails at a store, is now facing up to 20 years in prison.

It appears that an anti-Tesla activist who is suspected of throwing Molotov cocktails at one of the electric vehicle maker’s stores is now looking at a potentially long prison sentence.
This is, at least, as per United States Attorney General Pam Bondi, who recently shared her insights in a FOX News segment.
Tesla Attacks and Trump Warning
Tesla locations and vehicles have been subjected to numerous attacks as of late, from stores being shot up to vehicles being vandalized and set on fire in suspected arson incidents. In one case, a Tesla store in Salem, Oregon, was attacked with Molotov cocktails.
President Donald Trump has issued a stern warning to people attacking Teslas, stating that he considers such actions as domestic terrorism. While addressing the issue, Trump warned that anyone caught deliberately harming Tesla will be going through “hell.”
Attorney General’s Update
During a recent FOX News segment, US Attorney General Pam Bondi reiterated that anyone targeting others over political beliefs would be caught and punished accordingly. She highlighted that investigations are underway to find out who is behind the violent actions, and she also confirmed that a Tesla attacker, who threw Molotov cocktails at a store, is now facing up to 20 years in prison.
“If you targeted someone, if you went after someone because of their political affiliation, we will be investigating you. We will be looking at you, because that’s the weaponization, and it has to stop. For instance, look what they’re continuing to do to Elon Musk. They are targeting Tesla dealerships, the stations where you charge a Tesla. They’re vandalizing cars. I have already directed an investigation be opened to see how this is being funded. Who is behind this?
“We have people we’re locking up on that. We have someone in jail right now from one of the dealerships. They threw a Molotov cocktail through a dealership. They’re looking at up to 20 years in prison. So, if you’re going to touch a Tesla, go to a dealership, or do anything, you better watch out, because we’re coming after you. And if you’re funding this, we’re coming after you. We’re going to find out who you are,” Bondi stated.
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